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Duke Energy shares owned by Essential Planning

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Duke Energy

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All positions including Duke Energy held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 16k 114.05

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View all positions for Essential Planning

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Wellington Management Company
FMR
Morgan Stanley
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Franklin Resources
Bank of America Corporation
Legal & General Group
Capital Research Global Investors

View all funds holding Duke Energy